Sales CRM
For the founder who still does most of the selling: a pipeline board where every open deal has a next step and a date, and a forecast weighted by stage.
When sales is you and one or two others, the pipeline lives in your head, and deals go quiet because nobody wrote down what happens next. My Day shows the follow-ups due today and the ones already overdue. Leads come in through forms you publish on your website and become a deal in one click, and every call, meeting and email is logged against the deal. The customer is the same company record your other apps use. Pipedrive users will recognise the board.
What it does
- Drag deals across your stages, each column summed by value
- A weighted forecast that updates as probability and value change
- The next step and its due date on every open deal
- Every call, meeting and email logged against the deal
- A leads inbox you qualify and convert to a deal in one click
- Lead forms you build yourself, on your website or filed by hand, with every answer kept on the lead
- Pipeline by stage and owner, every number a click from the deals
What's included
Records
- Deal
- Activity
- Lead
- Product
- Product line
- File
- Lead form
- Question
- Submission
- Answer
Workflows
Deal: Open · Won · Lost
Lead: New · Contacted · Converted · Archived
Roles
- Sales Rep
- Sales Manager
- Administrator
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How it connects
Every app here installs on its own and works on its own. Adding a companion is what makes both do more.
What it does for you
- Stage probability: Lead In
- Stage probability: Contact Made
- Stage probability: Needs Defined
- Stage probability: Proposal Made
- Stage probability: Negotiations Started
- A lead typed in by hand starts with whoever typed it
Screenshots
